Burney Co/ Top Holdings and 13F Report (2025) About Burney Co/Investment ActivityBurney Co/ has $2.75 billion in total holdings as of March 31, 2025.Burney Co/ owns shares of 569 different stocks, but just 123 companies or ETFs make up 80% of its holdings.Approximately 11.74% of the portfolio was purchased this quarter.About 12.51% of the portfolio was sold this quarter.This quarter, Burney Co/ has purchased 580 new stocks and bought additional shares in 157 stocks.Burney Co/ sold shares of 326 stocks and completely divested from 42 stocks this quarter.Largest Holdings Burney U.S. Factor Rotation ETF $263,774,391Apple $94,040,857Vanguard Intermediate-Term Treasury Index ETF $71,394,053Microsoft $46,466,335Meta Platforms $44,193,729 Largest New Holdings this Quarter 550021109 - Lululemon Athletica $12,647,121 Holding128030202 - Cal-Maine Foods $11,041,805 Holding681936100 - Omega Healthcare Investors $10,634,830 Holding74366E102 - Protagonist Therapeutics $9,767,994 Holding808513105 - Charles Schwab $6,998,310 Holding Largest Purchases this Quarter Moody's 45,473 shares (about $21.18M)Cisco Systems 332,720 shares (about $20.53M)QUALCOMM 97,865 shares (about $15.03M)CVS Health 217,767 shares (about $14.75M)Genpact 280,791 shares (about $14.15M) Largest Sales this Quarter Toll Brothers 238,942 shares (about $25.23M)Corcept Therapeutics 207,424 shares (about $23.69M)T. Rowe Price Group 160,583 shares (about $14.75M)Cirrus Logic 143,237 shares (about $14.27M)Texas Roadhouse 75,894 shares (about $12.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBurney Co/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRNYBurney U.S. Factor Rotation ETF$263,774,391$9,730,762 ▲3.8%6,604,7959.6%ETFAAPLApple$94,040,857$10,550,497 ▼-10.1%423,3603.4%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$71,394,053$10,379,082 ▲17.0%1,201,9202.6%ETFMSFTMicrosoft$46,466,335$1,795,498 ▼-3.7%123,7811.7%Computer and TechnologyMETAMeta Platforms$44,193,729$190,200 ▲0.4%76,6771.6%Computer and TechnologyGOOGLAlphabet$42,432,785$53,505 ▼-0.1%274,3971.5%Computer and TechnologyMCKMcKesson$41,538,074$263,811 ▼-0.6%61,7221.5%MedicalNVDANVIDIA$40,484,349$5,393,311 ▲15.4%373,5411.5%Computer and TechnologyQCOMQUALCOMM$37,600,109$15,033,070 ▲66.6%244,7761.4%Computer and TechnologyFTNTFortinet$36,692,772$1,855,508 ▲5.3%381,1841.3%Computer and TechnologyPHParker-Hannifin$32,027,248$1,536,656 ▼-4.6%52,6891.2%IndustrialsALSNAllison Transmission$31,500,796$1,360,715 ▼-4.1%329,2651.1%Auto/Tires/TrucksCORCencora$30,796,144$3,964,160 ▼-11.4%110,7421.1%MedicalCORTCorcept Therapeutics$30,427,881$23,691,981 ▼-43.8%266,3971.1%MedicalAVGOBroadcom$30,238,057$1,298,923 ▼-4.1%180,6011.1%Computer and TechnologyDFSDiscover Financial Services$30,100,555$1,866,092 ▼-5.8%176,3361.1%FinanceBRK.BBerkshire Hathaway$29,452,805$72,431 ▼-0.2%55,3021.1%FinanceARISTA NETWORKS INC$29,400,638$454,808 ▼-1.5%379,4611.1%COM SHSJPMJPMorgan Chase & Co.$28,279,447$1,174,007 ▲4.3%115,2851.0%FinanceMCOMoody's$27,841,276$21,176,321 ▲317.7%59,7851.0%FinanceAZOAutoZone$27,753,759$1,075,225 ▼-3.7%7,2791.0%Retail/WholesaleFICOFair Isaac$26,570,838$1,390,506 ▼-5.0%14,4081.0%Computer and TechnologyCSCOCisco Systems$25,921,896$20,532,146 ▲380.9%420,0600.9%Computer and TechnologyLLYEli Lilly and Company$24,899,578$1,277,685 ▼-4.9%30,1480.9%MedicalTJXTJX Companies$22,949,896$424,716 ▼-1.8%188,4230.8%Retail/WholesaleDFICDimensional International Core Equity 2 ETF$22,828,613$1,263,230 ▲5.9%822,0600.8%ETFAMZNAmazon.com$22,676,002$8,922,835 ▼-28.2%119,1840.8%Retail/WholesaleTRGPTarga Resources$21,848,621$93,018 ▼-0.4%108,9870.8%EnergyLAM RESEARCH CORP$21,364,933$8,232,549 ▲62.7%293,8780.8%COM NEWUGIUGI$20,758,576$1,134,136 ▼-5.2%627,7160.8%UtilitiesGGenpact$20,735,853$14,146,250 ▲214.7%411,5890.8%Business ServicesLOWLowe's Companies$20,031,503$9,876,862 ▲97.3%85,8870.7%Retail/WholesaleUNHUnitedHealth Group$19,677,720$2,336,438 ▼-10.6%37,5710.7%MedicalPANWPalo Alto Networks$19,256,040$4,915,114 ▼-20.3%112,8460.7%Computer and TechnologyVRTXVertex Pharmaceuticals$18,813,440$503,243 ▲2.7%38,8050.7%MedicalGPIGroup 1 Automotive$18,755,650$1,878,048 ▼-9.1%49,1050.7%Retail/WholesaleWMTWalmart$18,351,779$1,124,062 ▼-5.8%209,0420.7%Retail/WholesaleVOOVanguard S&P 500 ETF$18,110,220$1,537,107 ▲9.3%35,2400.7%ETFKLACKLA$16,950,305$9,991,122 ▲143.6%24,9340.6%Computer and TechnologyNFLXNetflix$16,908,923$3,167,859 ▼-15.8%18,1320.6%Consumer DiscretionarySSNCSS&C Technologies$16,675,597$215,257 ▲1.3%199,6360.6%Computer and TechnologyRTXRTX$16,087,352$28,214 ▲0.2%121,4510.6%AerospaceCVSCVS Health$16,081,361$14,753,731 ▲1,111.3%237,3630.6%MedicalBRBRBellRing Brands$15,510,912$300,744 ▲2.0%208,3120.6%MedicalEXELExelixis$14,812,895$1,212,564 ▲8.9%401,2160.5%MedicalCOFCapital One Financial$14,473,696$12,910 ▼-0.1%80,7230.5%FinanceORCLOracle$14,316,396$871,994 ▼-5.7%102,3990.5%Computer and TechnologyBKNGBooking$14,039,772$32,244 ▲0.2%3,0480.5%Retail/WholesaleTMHCTaylor Morrison Home$13,889,420$1,639,693 ▲13.4%231,3360.5%ConstructionHWMHowmet Aerospace$13,757,096$11,021,089 ▲402.8%106,0440.5%AerospaceAPHAmphenol$13,713,623$12,537,660 ▲1,066.2%209,0810.5%Computer and TechnologyADSKAutodesk$13,580,553$2,606,993 ▲23.8%51,8740.5%Computer and TechnologyABBVAbbVie$13,478,540$17,809 ▼-0.1%64,3310.5%MedicalIRMIron Mountain$13,090,819$183,007 ▼-1.4%152,1480.5%Business ServicesPGProcter & Gamble$13,004,027$387,023 ▼-2.9%76,3060.5%Consumer StaplesDKSDICK'S Sporting Goods$12,966,892$131,820 ▼-1.0%64,3330.5%Retail/WholesaleRGAReinsurance Group of America$12,904,945$109,279 ▼-0.8%65,5410.5%FinanceVVisa$12,839,946$1,604,424 ▲14.3%36,6370.5%Business ServicesLULULululemon Athletica$12,647,121$12,647,121 ▲New Holding44,6800.5%Consumer DiscretionaryKMIKinder Morgan$12,611,508$7,210,554 ▲133.5%442,0440.5%EnergyURIUnited Rentals$12,415,110$293,927 ▲2.4%19,8100.5%ConstructionLHXL3Harris Technologies$12,305,918$354,988 ▼-2.8%58,7930.4%AerospaceHDHome Depot$11,679,089$478,642 ▲4.3%31,8670.4%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$11,598,915$1,242,809 ▼-9.7%151,4810.4%ETFMSIMotorola Solutions$11,596,974$5,970,763 ▲106.1%26,4890.4%Computer and TechnologyDOCUDocuSign$11,581,060$4,751,578 ▼-29.1%142,2730.4%Computer and TechnologyHCAHCA Healthcare$11,558,120$648,607 ▼-5.3%33,4480.4%MedicalXOMExxon Mobil$11,356,061$536,614 ▼-4.5%95,4850.4%EnergyCALMCal-Maine Foods$11,041,805$11,041,805 ▲New Holding121,4720.4%Basic MaterialsWFCWells Fargo & Company$10,723,344$5,417,561 ▲102.1%149,3710.4%FinanceTOLToll Brothers$10,655,499$25,229,861 ▼-70.3%100,9140.4%ConstructionOHIOmega Healthcare Investors$10,634,830$10,634,830 ▲New Holding279,2760.4%FinanceVZVerizon Communications$10,076,649$1,611,507 ▲19.0%222,1480.4%Computer and TechnologyULTAUlta Beauty$9,898,779$9,003,688 ▲1,005.9%27,0060.4%Retail/WholesalePTGXProtagonist Therapeutics$9,767,994$9,767,994 ▲New Holding201,9850.4%MedicalSNASnap-on$9,418,745$80,208 ▼-0.8%27,9480.3%Consumer DiscretionaryLMTLockheed Martin$9,317,940$1,390,164 ▼-13.0%20,8590.3%AerospaceDEDeere & Company$9,040,040$122,968 ▼-1.3%19,2610.3%IndustrialsACGLArch Capital Group$8,677,937$143,116 ▼-1.6%90,2260.3%FinanceRJFRaymond James$8,642,209$136,827 ▼-1.6%62,2140.3%FinanceKRKroger$8,344,513$221,550 ▲2.7%123,2750.3%Retail/WholesaleLINDE PLC$8,301,895$7,980,138 ▲2,480.2%17,8290.3%SHSWRBW. R. Berkley$8,265,290$40,632 ▼-0.5%116,1510.3%FinancePSMTPriceSmart$8,167,942$3,373,352 ▲70.4%92,9760.3%Retail/WholesaleCDNSCadence Design Systems$7,854,983$29,248 ▲0.4%30,8850.3%Computer and TechnologyTTTrane Technologies$7,403,817$6,221,565 ▼-45.7%21,9750.3%ConstructionAMATApplied Materials$7,208,369$863,170 ▼-10.7%49,6720.3%Computer and TechnologySCHWCharles Schwab$6,998,310$6,998,310 ▲New Holding89,4010.3%FinanceQLYSQualys$6,976,390$4,335,388 ▲164.2%55,3990.3%Computer and TechnologyUNMUnum Group$6,809,878$1,799,203 ▼-20.9%83,5980.2%FinanceALLAllstate$6,800,721$223,633 ▼-3.2%32,8430.2%FinanceSYFSynchrony Financial$6,679,427$8,370,539 ▼-55.6%126,1700.2%FinanceACADACADIA Pharmaceuticals$6,612,308$318,729 ▲5.1%398,0920.2%MedicalMCDMcDonald's$6,559,402$783,730 ▼-10.7%20,9990.2%Retail/WholesaleGLPIGaming and Leisure Properties$6,485,728$202,277 ▼-3.0%127,4210.2%FinanceACNAccenture$6,445,924$92,365 ▼-1.4%20,6570.2%Computer and TechnologyBKBank of New York Mellon$6,438,023$44,116 ▼-0.7%76,7620.2%FinanceBKRBaker Hughes$6,243,537$143,804 ▲2.4%142,0600.2%EnergyCYBRCyberArk Software$6,241,170$27,716 ▼-0.4%18,4650.2%Computer and TechnologyJNJJohnson & Johnson$5,960,283$204,812 ▼-3.3%35,9400.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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